/biz/ - Business & Finance

>>49682089
It was, and if you weren't a retard you could have timed peak oil. Too bad!

>>49610743
>>49611141
I mostly mean equity in companies that benefit from a commodity-frontrunner cycle, I agree on counterparty risk, pic related likely to be my last CFD play for a long while, turns out macro+TA prints more often than it loses. Physical gold and sacks of rice fall under commodities too though ))

As for HoholvsVatnik, I called the invasion few weeks before it happened, many people thought a land war in europe won't happen, but I know some balkanoids and have read the Eurasia heartland theories Russian geopolitics derives from. I've said also that it'll be a bog, a grind that results in Ukraine in the gutter with its eastern land not west of the Dniper divided into autonomous republics, or at best autonomous zones if Russia sees serious internal disruption. Did not expect the west to act in union as it has.

Agreed on points in your second post, demographics will rape Russia and China both next decade, Europe will have sand nogs to worry about but will be OK, USA will be in even better shape. Worried about a famine this fall in Africa and the refugee crisis it will create though.

>>49610926
Proud owner of MacyD so that I never have to wagecuck there. I reckon buying what will look like low P/E boomer shit that will reach a serious fraction of the P/E ratios we saw for tech this cycle. I have a background in technology, I'll be keeping an eye out on those commodity sector companies that have a serious edge, and those that will promise air based on nothing like all the EV scams, which I'll hope to short into oblivion.

>>49611252
Easing is required yes, which is why market has begun to price in and will price in further a return to QE the tighter the FED goes, the faster it goes.